Research Reports

USD

30,000

Download Report

2Q26 Memory Price Forecast

Last Modified

2026-03-26

Update Frequency

Aperiodically

Format

PDF

AI demand shifts memory capacity to enterprise products. Severe shortages will drive continuous contract price hikes.

Key Highlights

Supply Squeeze: Prioritizing server memory heavily restricts consumer supply.
AI Demand: Cloud giants secure long-term contracts despite rising costs.
Consumer Strain: Higher costs force device price hikes and capacity downgrades.
Price Uptrend: Severe shortages ensure steady price hikes across all memory sectors.

Table of Contents

Strong AI Server Demand Continues to Drive Up Contract Prices; CSPs Secure Production Capacity and Supply via LTAs
Strong AI Server Demand Will Sustain DRAM Price Rally in 2Q26 and Squeeze Profit Margins for Consumer Applications
- Price Projections on Different Categories of DRAM Products
Arms Race of AI Computing Power Intensifies; Expansion of Carved-Up Capacity Ramps up NAND Flash Prices
- Price Projections on Different Categories of NAND Flash Products

<Total Pages: 11>

Sector: AI Server / Data Center Memory & Storage

Tag: Server Memory DRAM NAND Flash Memory Chip AI Server Contract Price CSP Pricing Trends Supply Chain Bottleneck Supply & Demand

Spotlight Report

Memory PlatinumRelated Reports

Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply

2026/07/28

DRAM

PDF

3Q26 Memory Price Forecast

2026/06/30

DRAM

PDF

Memory LTA Outlook: Global Strategies for Securing Capacity

2026/03/30

DRAM

PDF

TurboQuant Reshapes AI Inference: Memory Demand Expansion Outlook

2026/03/27

AI/HBM/Server

PDF

AI boosts Memory growth; Foundry slowed by mature nodes

2026/02/05

DRAM

PDF

US Memory Tariffs: Localization Hurdles & Cost Shift

2026/01/26

DRAM

PDF

Download Report

Sign in and Download Report

USD

30,000

Membership

Memory Platinum

Spotlight Report